Stephen Bristow

Supporter
DISC Type : s

Investment Director, Evelyn Partners at Evelyn Partners

Greater London, England, United Kingdom

Overview

Stephen Bristow is an Investment Director with over 25 years of experience in private banking and wealth management. He specializes in advising high-net-worth individuals, families, trusts, and charities, holding senior positions at firms like Credit Suisse and Citigroup. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

He was a three-time recipient of the Global Chairman’s Council award at Citigroup in 2010, 2011, and 2014.

Personality Overview

Thoughtful In Approach

Social Proof Driven

Calm

They usually go by the book, following all rules and procedures.  Their decisions are defined by the possible value that they can bring to the organization.
 They get along well with all people.

Topics They Care About

UHNW Wealth Management
His career is focused on advising Ultra High Net Worth individuals, families, and family offices on preserving and growing their wealth.
UK Investment Strategy
He frequently shares analysis on UK market movements, the impact of government budgets, and long-term investment planning.
Tax & Estate Planning
Engages with topics on UK tax policy, including HMRC campaigns on offshore property ownership and changes to pension lifetime allowances.

Media Appearances

Stephen Bristow – Profile. Featured in Evelyn Partners

See Now

Work History

10-2018
Investment Director, Evelyn Partners at Evelyn Partners
9-2016 - 9-2018
Executive Director, Ultra HNW & Family Office UK at Credit Suisse
6-2006 - 9-2016
Director, UHNW & Family Office clients, Institutional Clients Group at Citigroup
1990 - 2006
Senior Private Banker at Coutts

Education

Stephen has no verified education history

More Information

Social Presence :

Prographics :

Exp : 36 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Investment Director, Evelyn Partners at Evelyn Partners
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Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Pause and ask them if they have any questions

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Stephen

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Stephen move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Stephen take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Stephen

Personality Compatibility


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